Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joshua Green

Acworth

Summary

Highly skilled F&I Manager adept at assessing customer needs, providing suitable products and guiding customers through the loan process. Handles complex financial transactions using in-depth knowledge of loan products, services and lending regulations. Develops strong customer relationships by providing excellent service. Possesses deep understanding of credit analysis, F&I products, dealership revenue triggers, and compliance. F&I Certified.

Overview

9
9
years of professional experience

Work History

Finance Manager

Finance Manager Training
03.2024 - Current
  • Demonstrated full proficiency in menu presentation and the sale of F&I products.
  • Trained to identify issues, analyze information and provide solutions to problems.
  • Proficient in reading credit reports and speaking with lenders.
  • Familiarity with Dealertrack and other top DMS software.
  • Trained on federal compliance and regulations concerning the F&I office, including Reg Z, Reg B, form 8300, OFAC and more.

Automotive Finance Manager

US Auto Sales
05.2021 - 04.2024
  • Developed strong relationships with banks, credit unions, and other lending institutions to secure the best financing options for customers.
  • Ensured compliance with federal regulations and company policies regarding automotive financing transactions.
  • Maximized profitability by negotiating and structuring optimal automotive financing deals.
  • Demonstrated expertise in various financial products, creating tailored presentations for customers, showcasing the benefits of specific financing plans based on their unique needs.
  • Consistently achieved monthly performance targets through strategic planning and execution of innovative financing solutions.
  • Maintained an organized workflow by prioritizing tasks effectively managing multiple client files simultaneously ensuring timely processing of all transactions.
  • Negotiated with lenders to obtain approvals for challenging credit profiles, expanding customer base.
  • Averaged $2100 per copy over three years as a F&I Manager(W-2s ready if needed)

Automotive Sales Consultant

US Auto Sales
02.2021 - 05.2021
  • Maintained up-to-date knowledge of inventory, features, and specifications to better serve customers.
  • Delivered exceptional customer service, addressing concerns and resolving issues promptly.
  • Developed strong relationships with customers for repeat business and referrals.
  • Closed sales by overcoming objections, asking for sales, negotiating price, and completing purchase contracts,
  • Built rapport with potential buyers through active listening skills, resulting in increased trust and successful sales closures.
  • Collaborated with management to develop sales strategies and achieve monthly targets.

Truck Driver

Jimmy Gospel LLC
09.2018 - 01.2021
  • Improved on-time delivery rates by effectively planning and executing efficient driving routes.
  • Contributed to a decrease in fleet accidents by strictly adhering to safety protocols and continuously updating knowledge on current industry best practices.
  • Streamlined trip logs, expense reports, and other paperwork to ensure accurate records were maintained for compliance purposes.
  • Safeguarded cargo integrity by regularly checking load securement during transport and promptly addressing any issues that arose.

Automotive Sales Associate

Stetler Dodge Chrysler Jeep Ram
04.2015 - 08.2018
  • Consulted with customers and overcame objections.
  • Collaborated with fellow sales team members on shared goals and strategies for achieving dealership-wide success.
  • Maximized revenue opportunities by upselling additional products like extended warranties or optional accessories when appropriate for the customer''s needs.
  • Consistently met or exceeded monthly sales goals by diligently following up on leads and maintaining a strong pipeline of prospects.

Education

York County Technical School

Finance And Insurance Management -

Finance Manager Training
04.2024

Skills

F&I Menu Presentation

Proficient with DealerTrack and RouteOne

Analyzing Credit Reports

Product Sales

Building Strong Lender Relationships

High CSI and Customer Service

Scoring Standards

Customer Satisfaction

Insurance Knowledge

Customer Retention

Strategic Planning

Attention to Detail

Timeline

Finance Manager

Finance Manager Training
03.2024 - Current

Automotive Finance Manager

US Auto Sales
05.2021 - 04.2024

Automotive Sales Consultant

US Auto Sales
02.2021 - 05.2021

Truck Driver

Jimmy Gospel LLC
09.2018 - 01.2021

Automotive Sales Associate

Stetler Dodge Chrysler Jeep Ram
04.2015 - 08.2018

York County Technical School

Finance And Insurance Management -

Finance Manager Training
Joshua Green